KCS - Can I Carry Balances Forward In A Migration?

Objective:

  • Can I bring over Account Receivables from my previous software into Clio?
  • Is it possible to carry outstanding balances over to Clio?

Environment:

  • Clio Web App

Additional Information:

  • Imported outstanding balances appear as a 1 hour unbilled time entry in Clio.

Answer:

Clio can migrate outstanding balances, however in the past we have received data that does not facilitate a seamless transition for users to carry the balances to Clio. In order to carry any additional balances from a previous practice Management system to Clio this article on How To Carry Outstanding Balances To Clio will walk you through this process. Alternatively, you can fill out the attached template and work with a Migrations Specialist to import it into Clio.

 

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